据悉，该平台每年费率仅为管理资产总数的0.35%，低于Merrill Edge Guided Investing智能投顾服务0.45%的收费水平，也低于富国集团银行直觉投资者项目0.5%的费率水平。
摩根士丹利数字运营官 Naureen Hassan在一份声明中说："摩根士丹利希望借助Access Investing，向更多想要达成自己财政目标的投资者提供帮助。"
Targeting younger investors, Morgan Stanley has launched its online platform, Access Investing, with an annual fee below those of its wirehouse rivals.
At 0.35% of assets under management per year, the program fee comes in below the Merrill Edge Guided Investing robo service, which charges 0.45%, and Wells Fargo’s Intuitive Investor offering, which has a 0.50% fee.
(Discount brokerages Schwab, Fidelity and Vanguard all charge less than Morgan Stanley for advisor-focused robo services: 0.28% for Schwab Intelligent Advisor, 0.30% for Vanguard Personal Advisor Services and 0.15% for Fidelity AMP. These fees don't include expenses on the underlying funds.)
Like Merrill’s robo, Morgan Stanley’s has a $5,000 account minimum. The competing Wells Fargo service can be accessed with $10,000 or more of client assets.
“Morgan Stanley Access Investing leverages the firm’s intellectual capital to reach a broader audience of investors who are looking to achieve their financial goals,” said Morgan Stanley Chief Digital Officer Naureen Hassan, in a statement.